See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,890 | $62,586-1.1% | $76,768-19.4% | $64,186-3.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 684.19% | -1.95%+686.1pp | 2.43%+681.8pp | 7.63%+676.6pp |
| Employer contribution / active EE | $4,928 | $1,832+169.0% | $2,485+98.3% | $2,381+107.0% |
| Participant deferral / active EE | $2,039 | $3,145-35.2% | $3,852-47.1% | $3,470-41.2% |
| Admin fee / account holder | $2 | $4,667-100.0% | $6,675-100.0% | $4,888-100.0% |